Weekly analyst note synopses

Note: LNC begins today a weekly synopsis of select analyst notes we receive in the previous seven days. Highlights: Delta Air Lines guides down on weaker PRASM. Garuda claims it’s now a buyer’s market for new aircraft. Interior… Read More

Pontifications: Improbably, 787 surplus develops

May 16, 2016, © Leeham Co.: As improbable as it sounds, a short-term surplus of Boeing 787s has developed, say several market officials. Lease rates in some cases on 787-8s and 787-9s have dropped below $900,000/mo for 787-8s… Read More

Delta Air sees 777 surplus developing

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Blockbuster deal for PCP: analysts’ first take

August 11, 2015: Berkshire Hathaway’s blockbuster $37bn acquisition proposal for Precision Castparts (stock symbol NYSE:PCP) takes one of the aerospace industry’s major suppliers out of the public trading and into one of the scores of Warren Buffet’s stable… Read More

Boeing investors day

May 12, 2015: Boeing held its annual investors day May 12. Note in particular the Buckingham and Wells Fargo commentary on the 777 bridge to 777X.

Triumph Group loss on 747-8 gives more clues on program status

Triumph Group revealed an unexpectedly large forward loss related to the ailing Boeing 747-8 program on its fiscal third quarter financial results last week. The forward loss was triggered by Boeing’s decision in December to reduce the production… Read More

Analysts weigh in on Airbus investors day #1

Airbus announced on Day 1 of its two-day Investors Days that it will shift the A350 program to contract accounting for the first few airplanes, reports UBS Ltd. in its research note wrapping up Day 1. “Airbus has… Read More

Odds and Ends: No Boeing response to A321neoLR; After DL loss, Boeing wins Kuwait; It’s ‘huge’

No response to A321neoLR: Reuters reports that Boeing isn’t going to respond to the Airbus A321neoLR, the airplane intended to be a bonafide replacement for the Boeing 757. “We are very happy with where the MAX 9 sits… Read More